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LCBOX vs VIVAX
LCBOX vs VIVAX Comparison
Open Charts LCBOX vs VIVAX
ClearBridge Dividend Strategy 1
Price$28.74
Change+$0.51 (+1.81%)
VolumeN/A
Net Assets7.81B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LCBOX vs VIVAX Comparison Chart
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LCBOX vs. VIVAX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBOX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LCBOX (7.82B). VIVAX pays higher dividends than LCBOX: VIVAX (2.14) vs LCBOX (1.44). LCBOX was incepted earlier than VIVAX: LCBOX (14 years) vs VIVAX (32 years). LCBOX (0.73) is less costly to investors than VIVAX (0.17). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). LCBOX has a lower initial minimum investment than VIVAX: LCBOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 0.72 vs. LCBOX (-1.50). VIVAX return over 5 years is better than : 64.30 vs. LCBOX (39.64).
| LCBOX | VIVAX | LCBOX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -4.476 | -5.712 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 191B | 4% |
| Annual Yield % from dividends | 1.44 | 2.14 | 67% |
| Returns for 1 year | -1.50 | 0.72 | -209% |
| Returns for 3 years | -0.98 | 8.14 | -12% |
| Returns for 5 years | 39.64 | 64.30 | 62% |
| Returns for 10 years | 55.46 | 88.68 | 63% |
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